Xcel Energy Inc
XEL- Exchange
- Nasdaq
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0000072903
No open-market purchases or sales by Xcel Energy Inc insiders were filed in the last 90 days; 1,295 institutions reported holding it in 13F filings for Q2 2026, worth $48.0B in total; Soros Fund Management is the only superinvestor holding it.
Other share classesXELLL
13F holders, Q3 2024
Institutional positions in Xcel Energy Inc as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,033
- +69 vs. Q2 2024
- Shares held
- 454.8M
- +65.8M (+16.9%) vs. Q2 2024
- Total value
- $29.8B
- +$8.95B (+43.0%) vs. Q2 2024
- New holders
- 142
- 384 more added
- Sold out
- 73
- 342 more reduced
10 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,295 | $48.0B |
| Q1 2026 | 1,275 | $45.5B |
| Q4 2025 | 1,253 | $41.8B |
| Q3 2025 | 1,186 | $43.5B |
| Q2 2025 | 1,134 | $34.9B |
| Q1 2025 | 1,136 | $34.8B |
| Q4 2024 | 1,115 | $32.8B |
| Q3 2024 | 1,033 | $29.8B |
| Q2 2024 | 974 | $23.3B |
| Q1 2024 | 981 | $23.3B |
| Q4 2023 | 1,019 | $26.9B |
| Q3 2023 | 928 | $24.6B |
| Q2 2023 | 963 | $26.5B |
| Q1 2023 | 972 | $29.0B |
| Q4 2022 | 985 | $29.7B |
| Q3 2022 | 938 | $27.1B |
| Q2 2022 | 944 | $29.8B |
| Q1 2022 | 931 | $29.7B |
| Q4 2021 | 912 | $27.7B |
| Q3 2021 | 836 | $25.3B |
| Q2 2021 | 851 | $27.0B |
| Q1 2021 | 840 | $26.9B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 623 | $40.7K | 0.01% | −1−0.2% | Reduced |
| TSFG, LLC | 606 | $40.0K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 600 | $39.2K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 589 | $38.5K | 0.02% | +589 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 579 | $38.1K | 0.01% | −1,045−64.3% | Reduced |
| Rothschild Investment LLC | 580 | $37.9K | 0.00% | −105−15.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 580 | $37.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 580 | $37.9K | 0.00% | −4−0.7% | Reduced |
| Piscataqua Savings Bank | 575 | $37.5K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 562 | $36.7K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 557 | $36.4K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 526 | $34.3K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 510 | $33.3K | 0.02% | +5+1.0% | Added |
| Monetary Management Group Inc | 500 | $32.6K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $32.6K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 500 | $32.6K | 0.02% | +500 | New |
| Continuum Advisory, LLC | 474 | $32.6K | 0.00% | +22+4.9% | Added |
| ZRC Wealth Management, LLC | 494 | $32.3K | 0.01% | −1−0.2% | Reduced |
| Westside Investment Management, Inc. | 492 | $32.1K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 484 | $32.0K | 0.01% | +484 | New |
| Gs Investments, Inc. | 484 | $31.6K | 0.01% | −10−2.0% | Reduced |
| Bruce G. Allen Investments, LLC | 477 | $31.1K | 0.02% | +12+2.6% | Added |
| Tidemark, LLC | 465 | $30.4K | 0.01% | 00.0% | Unchanged |
| Canopy Partners, LLC | 460 | $30.0K | 0.01% | +38+9.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 427 | $27.9K | 0.00% | +20+4.9% | Added |
| Northwest Financial Advisors | 415 | $27.1K | 0.02% | +415 | New |
| Aspire Private Capital, LLC | 412 | $26.9K | 0.01% | +1+0.2% | Added |
| Tanglewood Legacy Advisors, LLC | 410 | $26.8K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 400 | $26.1K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $26.1K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 393 | $25.7K | 0.01% | +79+25.2% | Added |
| Ashton Thomas Securities, LLC | 382 | $24.9K | 0.00% | +382 | New |
| Bangor Savings Bank | 378 | $24.7K | 0.00% | +128+51.2% | Added |
| Pin Oak Investment Advisors Inc | 353 | $23.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 347 | $23.0K | 0.00% | +18+5.5% | Added |
| LGT Financial Advisors LLC | 348 | $22.7K | 0.06% | −338−49.3% | Reduced |
| Global Financial Private Client, LLC | 339 | $22.1K | 0.01% | +339 | New |
| Webster Bank, N. A. | 325 | $21.2K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 396 | $21.2K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 323 | $21.1K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 317 | $20.7K | 0.00% | +317 | New |
| Richard W. Paul & Associates, LLC | 316 | $20.6K | 0.01% | +69+27.9% | Added |
| Richardson Financial Services Inc. | 375 | $20.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 300 | $19.6K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 297 | $19.0K | 0.00% | −169−36.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 281 | $18.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 280 | $18.3K | 0.00% | +75+36.6% | Added |
| Fairscale Capital, LLC | 277 | $18.2K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 277 | $18.1K | 0.00% | +277 | New |
| Country Trust Bank | 276 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 273 | $17.8K | 0.01% | +3+1.1% | Added |
| Gables Capital Management Inc. | 264 | $17.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 257 | $16.8K | 0.00% | +24+10.3% | Added |
| Armstrong Advisory Group, Inc | 245 | $16.0K | 0.00% | −111−31.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 235 | $15.3K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 221 | $15.2K | 0.01% | −4,998−95.8% | Reduced |
| Laurel Wealth Advisors LLC | 230 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 228 | $14.9K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 220 | $14.4K | 0.00% | −10−4.3% | Reduced |
| CVA Family Office, LLC | 217 | $14.2K | 0.00% | −354−62.0% | Reduced |
| MV Capital Management, Inc. | 209 | $13.6K | 0.00% | +21+11.2% | Added |
| WFA Asset Management Corp | 205 | $13.4K | 0.01% | +2+1.0% | Added |
| Stuart Chaussee & Associates, Inc. | 202 | $13.2K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 237 | $12.7K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 193 | $12.6K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 192 | $12.5K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 191 | $12.5K | 0.00% | +158+478.8% | Added |
| ORG Partners LLC | 188 | $12.3K | 0.00% | −99−34.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 186 | $12.1K | 0.00% | +186 | New |
| Sittner & Nelson, LLC | 169 | $11.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 155 | $10.0K | 0.00% | −95−38.0% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 148 | $9.66K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 145 | $9.47K | 0.00% | +145 | New |
| CarsonAllaria Wealth Management, Ltd. | 137 | $8.96K | 0.01% | +2+1.5% | Added |
| Future Financial Wealth Managment LLC | 129 | $8.42K | 0.01% | +129 | New |
| Frazier Financial Advisors, LLC | 123 | $8.03K | 0.01% | +123 | New |
| Financial Management Professionals, Inc. | 124 | $8.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 112 | $7.32K | 0.00% | +59+111.3% | Added |
| Crewe Advisors LLC | 109 | $7.12K | 0.00% | −20−15.5% | Reduced |
| Carolinas Wealth Consulting LLC | 107 | $7.01K | 0.00% | +5+4.9% | Added |
| TD Waterhouse Canada Inc. | 100 | $6.53K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $6.53K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $6.53K | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 99 | $6.46K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 98 | $6.40K | 0.00% | +98 | New |
| Harbor Investment Advisory, LLC | 97 | $6.33K | 0.00% | −3−3.0% | Reduced |
| Red Tortoise LLC | 95 | $6.20K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 93 | $6.12K | 0.00% | +16+20.8% | Added |
| Avion Wealth | 98 | $6.00K | 0.00% | +71+263.0% | Added |
| Abound Wealth Management | 91 | $5.95K | 0.00% | +10+12.3% | Added |
| MCF Advisors LLC | 89 | $5.81K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 88 | $5.75K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 86 | $5.62K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 82 | $5.36K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 78 | $5.09K | 0.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 78 | $5.07K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 77 | $5.03K | 0.00% | +18+30.5% | Added |
| Central Pacific Bank - Trust Division | 76 | $4.96K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 75 | $4.90K | 0.00% | −58−43.6% | Reduced |
| Pittenger & Anderson Inc | 72 | $4.70K | 0.00% | 00.0% | Unchanged |